Upcoming Webinars, Seminars & Conference Calls
March 2, 2021
- Retirement Planning in Challenging Times: SECURE Act, CARES Act, and What’s Coming –
a Pacific Life webinar
Your clients may be wondering if they are on target for retirement, especially in light of all of the challenges we’ve experienced in the last year. These challenges may actually provide some unexpected opportunities, however. During this webinar, Steve Parrish will provide insight into retirement planning, focusing on these areas: the SECURE Act, Covid-19 and the CARES Act, Social Security insecurity, potentially new RMD (required minimum distributions) tables, tax uncertainty, and laws and regulations on the horizon, including the SECURE Act 2.0. Steve will walk through how to address some of the issues your clients may be facing (like potentially higher taxes in retirement, economic fluctuations, etc.) and how life insurance may assist with your clients’ retirement planning. We’ll wrap it up with several hypothetical case studies.
Please join us as Steve provides his expertise on how to effectively walk your clients through the current retirement planning challenges, and some ideas on how your clients may boost their retirement savings.
12:00 PM ET - Register here.
March 3, 2021
- So You Want to Sell Pensions: Part 3 -
an American National webinar
Join us for part three of a new three-part series, from prospects to plans, and learn how you can build your practice and your bottom line with Business Owner Retirement Plans.
We will be covering topics like how to talk to business owners, who makes a good fit for a certain plan type, how to present illustrations to the client, how to set up a plan and start making contributions.
1:00 PM ET - Register here. - Estate Planning - Past, Present and Future -
a John Hancock webinar
While there is much anticipation of and speculation about what might happen in the future, a lot of what is predicted we have already seen. Join Ana Medinaceli Canelos, Director, as she explores where we have been, looks at the current law and dives into where we might be heading — all with the aim of uncovering the flexible opportunities and solutions we should be focusing on today to better help high-net-worth clients.
2:00 PM ET – Register here.
March 5, 2021
- Hybrid life & annuity LTC Training –
a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.
March 10, 2021
- Multi-Year Guarantee Annuity Product Training -
an American National webinar
11:00 AM ET - Register here. - Fixed Index Annuities Accumulation Solutions –
an AIG webinar
2:00 PM ET - Register here.
March 12, 2021
- Care Solutions Deep Dive Series: Stacking Strategy –
a OneAmerica webinar
11:00 AM ET - Register here.
March 17, 2021
- Roth 401(k) –
an American National webinar
Business Owners are looking for deductions today and tax-free income at retirement. Is that possible? YES!
Join American National as we talk about the Modern 401(k) Plan. Learn how you can help your business owner clients save on taxes now and achieve some tax-free income at retirement by utilizing Roth contributions inside a 401(k) plan. We will go over the advantages and special considerations of this plan feature.
1:00 PM ET - Register here.
March 18, 2021
- Mutual Income Solutions Training Webinar - Quote and e-Application Processing –
a Mutual / United of Omaha webinar
Learn how our improved quote and e-Application process can help your business get issued, and you get paid, faster.
12:00 PM ET - Join the webinar.
March 19, 2021
- Hybrid life & annuity LTC Training –
a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.
March 24, 2021
- Power Protector Rider Expansion –
an AIG webinar
2:00 PM ET - Register here.
March 26, 2021
- Care Solutions Deep Dive Series: The OneAmerica Story –
a OneAmerica webinar
11:00 AM ET - Register here.
April 16, 2021
- Hybrid life & annuity LTC Training –
a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.
April 30, 2021
- Hybrid life & annuity LTC Training –
a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.
May 14, 2021
- Hybrid life & annuity LTC Training –
a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.
May 28, 2021
- Hybrid life & annuity LTC Training –
a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.
June 11, 2021
- Hybrid life & annuity LTC Training –
a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.
June 25, 2021
- Hybrid life & annuity LTC Training –
a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.